A complete list of active advisors currently associated with Mountain Capital Investment Advisors Inc
Warmer can help you find a great advisor at Mountain Capital Investment Advisors Inc or one who fits your needs even better.
Mountain Capital Investment Advisors provides discretionary wealth management, investment management, and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages roughly $929 million for about 1,200 clients through a multi-advisor team and delivers ongoing portfolio supervision and periodic financial planning engagements. The firm builds customized portfolios that generally emphasize low-cost, diversified mutual funds and ETFs while also using individual stocks and bonds when appropriate; Mountain Capital employs both fundamental and technical analysis and maintains a long-term orientation but will trade more actively for rebalancing, tax harvesting, or cash needs. Advisors work with clients through continuous personal contact to align asset allocation and portfolio construction with each client’s risk tolerance, time horizon, and goals. Notably, Mountain Capital is affiliated through common control with an accounting practice—Mountain Capital CPAs—which provides accounting, tax planning, and bookkeeping services that the firm may recommend to clients (clients are not required to use those services). The firm also operates related consulting services and has a minority ownership arrangement with a third-party investment holding company, arrangements the ADV discloses as potential sources of third-party investment solutions and related conflicts that the firm says it manages through disclosure and a risk-control framework.
To learn more about the advisors currently working at Mountain Capital Investment Advisors Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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